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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,680 | $106,247-89.9% | $96,515-88.9% | $139,466-92.3% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.3%-32.7pp | 80.3%-38.7pp |
| Annual return | 47.29% | 38.47%+8.8pp | 35.73%+11.6pp | 373.66%-326.4pp |
| Employer contribution / active EE | $514 | $4,106-87.5% | $3,740-86.3% | $4,754-89.2% |
| Participant deferral / active EE | $2,440 | $5,456-55.3% | $4,880-50.0% | $6,712-63.6% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |